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Estate Planning

Should Annual Exclusion Gifts Be Paid by Check?

By Gregory Allison | August 19, 2010

The Internal Revenue Code imposes a tax on the transfer of the taxable estate of each decedent who is a citizen or resident of the United States. A taxable

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Estate Planning

Status of Estate Tax in 2010

By Melanie LaSota | December 17, 2009

Despite the scheduled January 1, 2010 expiration of the estate tax, it is unlikely Congress will pass an estate tax bill before the end of the year. Under current law, the estate tax is scheduled to temporarily disappear in 2010 and return in 2011 with higher rates unless action is taken by Congress. Melanie LaSota and Laura Fernan provide an update.

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Estate Planning

Have You Planned for the Unexpected? The Importance of Having a Will

By Laura Fernan | June 30, 2009

Media coverage of recent high-profile celebrity deaths may prompt people to take inventory of their own estate plans.  Executing an updated will helps you and your family to prepare for the unexpected.  Not having a will can have unintentional consequences on your estate.

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Estate Planning

2009 Automatic Filing Extensions

By Melanie LaSota | September 11, 2008

2009 Automatic Filing Extensions for Partnerships, Trusts and Estates Reduced to Five Months The Internal Revenue Service has issued temporary regulations

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